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Ruby Tuesday, Inc. Message Board

wall_street_titan 7 posts  |  Last Activity: Sep 30, 2016 2:32 PM Member since: Jan 27, 2000
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  • wall_street_titan wall_street_titan Sep 30, 2016 2:32 PM Flag

    I'm sure this is something they are working on and it would be nice to see some national news networks pick up on the story if the data are published.


    Sentiment: Strong Buy

  • Reply to


    by dongmullen30 Sep 29, 2016 9:41 PM
    wall_street_titan wall_street_titan Sep 30, 2016 2:27 PM Flag

    We should when Athersys meets with potential partners to finance the clinical trials. Having an SPA in place de-risks the FDA approval process. Still need to show efficacy but there will be no doubt that the trial is properly designed by FDA standards.


  • wall_street_titan wall_street_titan Sep 28, 2016 8:32 AM Flag

    Sorry copied wrong link. Athersys receives FDA agreement under SPA for Phase 3 study of Multistem treatment for Iischemic Stroke $ATHX

    Sentiment: Strong Buy

  • All Systems Go On Athersys Pivotal Stem Cell Stroke Trial In Japan - Exploring The Scientific Evidence $ATHX


    Sentiment: Strong Buy

  • It's human nature to focus on round numbers. However, for long term investors that number shouldn't be $2.00 it should be $100.00. That is a realistic number if we just talk about revenues from a successful $50,000 stroke treatment in Japan. These are how the numbers work out (excluding sales milestones) and focusing solely on recurring royalties from an established stroke therapy in Japan:

    62,000 ischemic strokes (per Healios)
    $50K per treatment (guesstimate)
    $3.1 Billion in total Revenues
    Royalty Rate - 17% (approx)
    Annual Royalties - $527 Million
    After Tax Net Income - $325 Million (guestimate after taxes / expenses)
    P/E Ratio - 30 (Based on growth potential of other stroke markets and other indications)
    Market Cap - $9.75 Billion
    Share Price - $100 (based on 97.5 Million Shares Outstanding - 15% more than today)

    This is just an exercise of throwing around some numbers based on Japan and I think they are realistic. Others feel free to opine and check my math. Now this ASSUMES success in Japan. I think it is a strong possibility based on pre-clinical science, an understanding of the mechanism of action and, most importantly the Phase II data. However, success IS NOT a GIVEN and this is the question EVERYONE must answer based on their own homework before they invest a dime.

    These are the personal views of WST and should not be relied upon for your investment decisions. DO your own DD.


    Sentiment: Strong Buy

  • wall_street_titan by wall_street_titan Aug 10, 2016 10:39 AM Flag

    I think the call was very good although there was not much new to report. Everybody is anxious to get the stroke trial started in Japan but this is not as simple as baking a cake and setting the timer. The key new point I am hearing is regarding the U.S. stroke trial that will require relatively small up front costs with unbelievable upside if approved. The key is how to proceed to maximize shareholder value.

    One question that wasn't asked by the analysts was regarding expanding the Healios partnership. I heard back by email that the conversation is still ongoing but the focus is to prepare to get Japan clinical trial sites up and running. One innocuous item mentioned by Gil was they were in the process of publishing the stroke data in a peer reviewed journal. This may seem like no big deal but if it is published in an influential publication it may be picked up by the national media and create a little excitement. Recall that a Stanford study with only 18 patients published in the journal Stroke created national publicity for a trial with only 18 patients. The Athersys stroke trial had 127 patients and was placebo controlled yet got no national coverage... not even the one year results that were excellent. Media exposure would not only help the stock price but also help in partnership talks.

    Still very BULLISH but patience is required. DO your own DD.


    Sentiment: Strong Buy

  • Short term revenue opportunity for Athersys. Guess which cell performed better?

    July 25, 2016 04:35 PM Eastern Daylight Time
    ALACHUA, Fla.--(BUSINESS WIRE)--RTI Surgical, Inc. (RTI) (Nasdaq: RTIX), a leading global surgical implant company, announced that a peer-reviewed, pre-clinical study titled Multipotent adult progenitor cells on an allograft scaffold facilitate the bone repair process has been published in the latest edition of the Journal of Tissue Engineering.

    The pre-clinical study, conducted by Amanda LoGuidice, PhD., used similar materials to the proprietary, patented MAPC®-based technology used in RTI Surgical’s map3® Cellular Allogeneic Bone Grafts. The study is the first peer-reviewed, published pre-clinical study comparing multipotent adult progenitor cells (MAPCs) to mesenchymal stem cells (MSCs) in bone healing.

    Results demonstrated MAPCs exhibited a more robust angiogenic protein release profile compared to MSCs in vitro. In addition, MAPCs demonstrated enhanced revascularization and new bone formation in vivo in an orthotopic defect model when compared to MSCs when placed on a DBM scaffold.

    “We value research that helps us continue to provide surgeons with safe, high-quality implants,” said Carrie A. Hartill, executive vice president and chief scientific officer of RTI Surgical. “We are proud of our advancements in the allograft industry and this study’s results that support the science behind our map3 implant.”

    Sentiment: Strong Buy

3.05-0.06(-1.93%)Oct 25 4:02 PMEDT